Palantir Secures Multi-Year Airbus Skywise Renewal, Q4 Revenue Hits $1.41B
Palantir Technologies extended its decade-long Skywise contract with Airbus, signing a multi-year renewal to continue powering the civil aviation data platform. In Q4 2025, Palantir delivered $1.41 billion revenue (70% year-over-year increase) and $0.05 EPS, topping estimates and prompting mixed analyst price-target revisions.
1. Multi-Year Airbus Renewal
On February 10 Palantir signed a multi-year extension with Airbus to continue powering Skywise, its open data platform for civil aviation, building on a partnership that began in 2015.
2. Q4 2025 Results
Palantir reported $1.41 billion in Q4 revenue, a 70% year-over-year increase, and $0.05 EPS, both above consensus estimates, driven by 137% growth in US commercial and 66% growth in US government revenues.
3. Analyst Price-Target Adjustments
Following the strong earnings beat, Deutsche Bank raised its price target from $160 to $200 while Daiwa upgraded the stock to Buy but lowered its target from $200 to $180 due to valuation concerns.
4. Strategic Significance
The contract renewal underscores Palantir’s critical role in aerospace innovation as Airbus and other industry players seek advanced data analytics solutions to boost operational efficiency.